Portfolio

Interest rate and credit risk continue to invade investor portfolios looking for an appropriate hedge against equity investments.

During the crisis of 2008, service providers faced an environment in which they saw their clients' assets decline sharply.

Executives at mutual fund companies, asset management companies and support providers rated client reporting--which included any reporting that is created for the purpose of distribution to clients--as their top challenge followed closely by risk management in Money Management Executive's third annual Operations Survey.

Bloomberg -- Treasuries fell for the first time in three days as U.S. lawmakers made progress on passing a budget and ending a partial government shutdown, curtailing demand for the relative safety of debt.

It's a rare day when a hedge fund manager admits he's never heard of an asset type. But that's just what Ray Schuville, a managing director and private client advisor at U.S. Trust, heard from a client earlier this year.

Treasuries fell for the first time in three days as U.S. lawmakers made progress on passing a budget and ending a partial government shutdown, curtailing demand for the relative safety of debt.

Successful San Francisco advisor says the strategy has helped her own firm's business -- as well as progressive causes.

The Swiss Bank is reviewing loans issued to clients in Puerto Rico. One brokerage customer said he was given credit to buy risky bond funds holding the island’s government debt.

Technology has made clients and prospects hungry for information, but are you doing everything you can to satisfy that hunger when a potential client finds your firm online? Here are three ways to enhance your digital brand.

While IT budgets at buy-side firms have not fully recovered from the cutbacks of the Great Recession, front-office demands keep growing in quantity, complexity and required speed of response.